TCW Relative Value Large Cap I
865 South Figueroa Street Los Angeles CA 90017
Map
Phone: 800-386-3829
| Category: | Large Value | | Fund Family: | TCW | | Net Assets: | 438.67M | | Year-to-Date Return: | 29.04% | | Yield: | 1.69% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Dec-03 |
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Diane Jaffee
Lead Manager since
02-Jan-98 | | | Jaffee is a managing director of TCW Invesrtment Management Company. She joined TCW through an acquisition of SG Cowen Asset Management where she had been a Senior Portfolio Manager since 1995. She has over 20 years of investment company experience. Jaffee holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $250 | | Min Subsequent Investment, IRA: | $250 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks capital appreciation, with a secondary goal of current income. The fund invests primarily in equity securities of large capitalization companies. It normally invest at least 80% of net assets in equity securities of companies with a market capitalization of greater than $1 billion. It invests mostly in value companies. |
| Last Dividend
(19-Dec-08):
| 0.19 | | Last Cap Gain
(21-Dec-07):
| 0.35 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 75.50% |
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| Expense | TGDIX | Category
Avg | | Total Expense Ratio: | %
| 1.27% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.45% | | Max Deferred Sales Load: | %
| 2.64% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $628 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $960 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,847 |
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